Goldstone Financial Group (630-620-9300), a leading financial advisor with offices in Illinois, Ohio, Tennessee and Wisconsin, has announced that they are making client success stories available on their website.
-- In 2025, one of Goldstone Financial Group’s corporate missions is to enhance the transparency of their services and to cement their position as a trusted name in retirement planning services in the Midwestern United States. To that end, Goldstone is pleased to announce that prospective clients can now access a wealth of stories, with real customer reviews and testimonials in one place on their website.
More information is available at https://www.goldstonefinancialgroup.com/client-testimonials/
Goldstone is responding to new trends in the financial industry, including the increasing value placed on trust and transparency. As Statista recently reported, among investors transparency was named as the most essential characteristic to maintaining a positive relationship with their financial advisor, and as CNB Bank & Trust also recently uncovered, 94% of clients said they were likely to make a referral only when they ‘highly trusted’ their advisor.
Goldstone believes wholeheartedly in the values of trust and transparency, and they hope that their new client success page will showcase their commitment to helping clients in Illinois, Ohio, Tennessee and Wisconsin find their right financial advisor.
As a spokesperson for the firm explained, all of Goldstone Financial Group’s financial advisors, including their Founder & CEO Anthony Pellegrino, are bound to the fiduciary standard, which requires that advice serve their clients' best interest, not their own.
Goldstone Financial Group has been in operation for over 20 years, and some of their recently published testimonials come from clients who have been working with the firm for much of that time.
One such reviewer, a client since 2010, said, “Anthony Pellegrino and their team are true professionals. They are always responsive, attentive, and go beyond the call of duty to make sure you understand their products and services. We have been clients for over 10 years and would recommend them without reservation.”
One newer client, with the firm since 2022, said, “Working with Goldstone has been a true blessing. They don’t present you with a sales job… they educate you. Once they educate you, they can structure their services to fit your needs and wishes. Our recent review included a discussion with a high-level CPA specialist and we were presented with serious tax savings for the next 10 years. The advice was far beyond our expectations, expanding our trust and confidence in the Goldstone team.”
Goldstone encourages prospective clients to review their full list of testimonials and reviews and, if interested, to schedule a complimentary discovery session with a member of their team. Both in-person and online meetings are available.
For more information, visit https://www.goldstonefinancialgroup.com/
*The testimonials and reviews are provided voluntarily by current clients. Goldstone do not compensate any persons for sharing their thoughts or experiences.
"Goldstone Financial Group, LLC (“GFG”) is a registered investment advisor with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or qualification. This material is provided for informational purposes only. Opinions expressed herein are solely those of GFG. None of the information presented in this material is intended to offer personalized investment advice and does not constitute an offer to sell or solicit any offer to buy a security or any insurance product and is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation."
Contact Info:
Name: Anthony Pellegrino
Email: Send Email
Organization: Goldstone Financial Group
Address: 18W140 Butterfield Road, Oakbrook Terrace, Illinois 60181, United States
Phone: +1-630-620-9300
Website: https://www.goldstonefinancialgroup.com/
Source: PressCable
Release ID: 89178332
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